checklist for life
TRANSCRIPT
-
8/12/2019 Checklist for Life
1/7
User Guidelines
On the following pages you will find Huntingtons Checklist for Life. It has been
developed to help you organize all of your financial information or your parents
financial information in one place.
As you complete and use this checklist, please remember to store it, as well as any
documents you are using to complete it, in a secure location. Do not leave these forms
or any other statements or documents lying around where others can see them.
For more information or to speak with a Huntington Investment Company representative,
call toll-free 1-800-322-4600.
Checklist For Life
Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.
-
8/12/2019 Checklist for Life
2/7
Date
Total Assets
Total Debt
Huntington Checklist For Life
MY MONEY
Total
Primary Bank
Address
Contact
Phone #
CHECKING ACCOUNTS
Financial institution
Account number
Average balance
Financial institution
Account number
Average balance
Financial institution
Account number
Average balance
SAVINGS ACCOUNTS
Financial institution
Account number
Current balance
Interest rate
Financial institution
Account numberCurrent balance
Interest rate
CDS
Financial institution
Account number
Current balance
Interest rate
Months until maturity
Financial institution
Account number
Current balance
Interest rate
Months until maturity
MONEY MARKET ACCOUNTS
Financial institution
Account number
Current balance
Interest rate
Financial institution
Account numberCurrent balance
Interest rate
OTHER
Type(s)
Current balance(s)
Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.
-
8/12/2019 Checklist for Life
3/7
MY PROPERTY EQUITY
Total
HOME NO. 1
Location
Current Equity
Remaining Debt? Yes No
HOME NO. 2
Location
Current Equity
Remaining Debt? Yes No
VEHICLES
Type Boat Plane Classic Auto
Current Equity
Remaining Debt? Yes No
OTHER
Type(s)
Current Equity
Remaining Debt? Yes No
MY LOANS
Negative Total
Mortgages
HOME NO. 1
Location
Mortgage Lender
Account Number
Interest Rate
TermYears Remaining
Current Debt
HOME NO. 2
Location
Mortgage Lender
Account Number
Interest Rate
Term
Years Remaining
Current Debt
HOME EQUITY LOANS
Location
Mortgage Lender
Account Number
Interest Rate
Term
Years Remaining
Current Debt
Huntington Checklist For Life
Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.
-
8/12/2019 Checklist for Life
4/7
Huntington Checklist For Life
Vehicle Loans
VEHICLE NO. 1
Vehicle
Lender
Account Number
Interest Rate
Term
Years Remaining
Current Debt
VEHICLE NO. 2Vehicle
Lender
Account Number
Interest Rate
Term
Years Remaining
Current Debt
OTHER VEHICLES
Type of Vehicle Boat Plane Classic Auto
Lender
Account Number
Interest Rate
Term
CREDIT BALANCES
Credit LenderInterest Rate
Current Debt
Credit Lender
Interest Rate
Current Debt
OTHER
Type(s)
Current Debt
MY INVESTMENTS
Total
My Workplace Investments
RETIREMENT PLANS
401/403 EMPLOYER PLANS
Account Name
Account Number
Current Assets
Beneficiary
PENSION
Account Name
Account Number
Current Assets
Beneficiary
STOCK OPTIONSAccount Name
Account Number
Current Assets
Beneficiary
Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.
-
8/12/2019 Checklist for Life
5/7
EMPLOYER INSURANCE COVERAGE
Insurance Provider
Type of Insurance
Account Number
Beneficiary
Pays Upon Death Disability
Total Payout
OTHER
Type(s)
Current balance(s)
My Personal Investments
RETIREMENT
Account Type
Account Name
Account Number
Beneficiary
Current Assets
Account Type
Account Name
Account Number
Beneficiary
Current Assets
EDUCATION
Account Type
Account Name
Account Number
Beneficiary
Current Assets
Account Type
Account Name
Account Number
Beneficiary
Current Assets
INDIVIDUAL STOCKS
Stock Name
Account Number
Beneficiary
Current Assets
Stock Name
Account Number
Beneficiary
Current Assets
SAVINGS BONDS
Account Name
Account Number
Interest Rate
Years until maturity
Huntington Checklist For Life
Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.
-
8/12/2019 Checklist for Life
6/7
MY INSURANCE PROTECTION
LIFEInsurance Provider
Account Number
Beneficiary
Total Payout
DISABILITY
Insurance Provider
Account Number
Beneficiary
Total Payout
PROPERTY/CASUALTY
Item Insured
Insurance Provider
Account Number
Amount Insured
Item Insured
Insurance Provider
Account Number
Amount Insured
OTHER
Type(s)
Total Coverage
MY PROFESSIONALS
BANKERName
Institution
Phone Number
FINANCIAL ADVISOR
Name
Institution
Phone Number
ACCOUNTANT
Name
Institution
Phone Number
ATTORNEY
Name
Institution
Phone Number
PRIMARY CARE PHYSICIAN
Name
Institution
Phone Number
Huntington Checklist For Life
Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.
-
8/12/2019 Checklist for Life
7/7
MY SAFE DEPOSIT BOX
Financial InstitutionAccount Number
Location
Location of key
Contents
Financial Institution
Account Number
Location
Location of key
Contents
MY ARRANGEMENTS
Prearrangements
FUNERAL HOME
Name of FacilityContact
Phone Number
FUNERAL INSURANCE
Insurance Provider
Account NumberBeneficiary
Total Payout
BURIAL PLOT
Name of Cemetery
Location
Contact
Phone Number
My Estate
EXECUTOR
Name
Phone Number
HEIRS AND CONTACTS
What to do with this informationReminder:As you complete and use this
checklist, please remember to store it, as well
as any documents you are using to complete it,in a secure location. Do not leave these forms
or any other statements or documents lying
around where others can see them.
For more information or to speak with a
Huntington Investment Company representative,
call toll-free 1-800-322-4600.
Huntington Checklist For Life
Investment Products and Services are offered by The Huntington Investment Company, a wholly-owned subsidiary of Huntington Bancshares Incorporated and member FINRA/SIPC.